What is the Financial Life Planning Process?
Most successful people have one thing in common: they want to get more out of their lives, and they don’t want to spend their time doing things they aren’t interested in or good at. Our firm specializes in taking care of the mundane, routine chores that arise from your chosen path. We also specialize in helping people make small changes that can contribute to significant changes in the future. Once your preferred future is clearly understood we begin an in-depth assessment of your financial affairs. The specific reason or reasons that brought you here will be addressed first. As a part of that solution process, we will take a broader look at other aspects of your financial life. When we see potential issues, we will discuss them with you. We will discuss options, timelines and ways to proceed with whatever option you choose. The assessment is broken down into several well-defined areas: Financial assessment – where we create a cash flow and net worth statement. • Are you satisfied with
